CLOA iShares AAA CLO Active ETF

NASDAQ ·

该股票代码尚无基本面数据。

机构持有人 (13F) 257 家申报者 · $1.4B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
47 (-17 与上一季度对比) 15 (+1 与上一季度对比) 96 (-2 与上一季度对比) 72 (+35 与上一季度对比) -5.1M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
Richard Bernstein Advisors LLC $320685979 6186664 23.56% 股份
ENVESTNET ASSET MANAGEMENT INC $104751459 2017944 7.69% 股份
LPL Financial LLC $102165579 1968129 7.50% 股份
Advocacy Wealth Management, LLC $57097061 1099924 4.19% 股份
MORGAN STANLEY $40048280 771494 2.94% 股份
INSPIRION WEALTH ADVISORS, LLC $34258389 662318 2.52% 股份
Cetera Investment Advisers $33640000 648045 2.47% 股份
Pallas Capital Advisors LLC $28465107 548355 2.09% 股份
CenturyLink Investment Management Co $26557156 511600 1.95% 股份
MML INVESTORS SERVICES, LLC $24662909 475109 1.81% 股份
Goldstone Financial Group, LLC $19015251 366312 1.40% 股份
OneDigital Investment Advisors LLC $17789780 342704 1.31% 股份
JPMORGAN CHASE & CO $15729857 302905 1.16% 股份
Macro Advisors, Inc. $15616760 300843 1.15% 股份
Cascade Wealth Advisors, Inc $14697057 283645 1.08% 股份
COMMONWEALTH EQUITY SERVICES, LLC $14340340 276254 1.05% 股份
Ferguson Shapiro LLC $14100678 271637 1.04% 股份
ASSETMARK, INC $12605201 242828 0.93% 股份
CacheTech Inc. $12587053 242478 0.92% 股份
August Group Capital Ltd $12550027 241765 0.92% 股份
STAR Financial Bank $12320216 237338 0.90% 股份
Envestnet Portfolio Solutions, Inc. $11526512 222048 0.85% 股份
Prime Capital Investment Advisors, LLC $10894081 209865 0.80% 股份
Adams Wealth Management $10808097 208208 0.79% 股份
BAR HARBOR WEALTH MANAGEMENT $10727357 206653 0.79% 股份
Keel Point, LLC $10696270 206054 0.79% 股份
CITIGROUP INC $10382415 200008 0.76% 股份
NorthCoast Asset Management LLC $10061360 193823 0.74% 股份
Cannon Capital Management, Inc. $9697463 186813 0.71% 股份
Equitable Holdings, Inc. $9250304 178199 0.68% 股份
DRIVE WEALTH MANAGEMENT, LLC $9167450 176603 0.67% 股份
ODonnell Financial Services, LLC $8554880 164802 0.63% 股份
E6 Portfolios, LLC $8139408 156798 0.60% 股份
COURIER CAPITAL LLC $7879834 151798 0.58% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $7557319 145585 0.56% 股份
ELEVATION POINT WEALTH PARTNERS, LLC $7478888 144074 0.55% 股份
Vestmark Advisory Solutions, Inc. $7410108 142749 0.54% 股份
STIFEL FINANCIAL CORP $7190577 138520 0.53% 股份
Client First Capital LLC $7132174 137395 0.52% 股份
KICKSTAND VENTURES, LLC. $6649584 128098 0.49% 股份
OSAIC HOLDINGS, INC. $6272779 120831 0.46% 股份
NewEdge Wealth, LLC $6157885 118626 0.45% 股份
STOCK YARDS BANK & TRUST CO $6118062 117859 0.45% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $6054049 116615 0.44% 股份
Diversify Advisory Services, LLC $6054049 116615 0.44% 股份
UBS Group AG $5977488 115151 0.44% 股份
ALLSTATE CORP $5744361 110660 0.42% 股份
Private Advisor Group, LLC $5653099 108902 0.42% 股份
Prasad Wealth Partners, LLC $5645669 108759 0.41% 股份
Prospera Financial Services Inc $5145113 99097 0.38% 股份
Bulwark Capital Corp $5116613 98567 0.38% 股份
Meiji Yasuda Life Insurance Co $5087180 98000 0.37% 股份
BANK OF MONTREAL /CAN/ $4907000 94529 0.36% 股份
SCOTIA CAPITAL INC. $4825716 92963 0.35% 股份
ATX Financial Planning, LLC $4751144 91659 0.35% 股份
UNITED CAPITAL FINANCIAL ADVISORS, LLC $4542409 87429 0.33% 股份
CAPTRUST FINANCIAL ADVISORS $4498832 86666 0.33% 股份
Ameritas Advisory Services, LLC $4456862 85857 0.33% 股份
PROEQUITIES, INC. $4349123 83782 0.32% 股份
POTENTIA WEALTH $4074418 78490 0.30% 股份
WINTON GROUP Ltd $4050693 78033 0.30% 股份
Aureus Asset Management, LLC $3889876 74935 0.29% 股份
GOLDMAN SACHS GROUP INC $3866620 74487 0.28% 股份
Rockport Wealth LLC $3756989 72375 0.28% 股份
Kurv Investment Management LLC $3703898 6725 0.27% 买入期权
JB Capital LLC $3588716 69133 0.26% 股份
SCHRODER INVESTMENT MANAGEMENT GROUP $3422654 65909 0.25% 股份
Triad Wealth Partners, LLC $3409890 65841 0.25% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3155818 60882 0.23% 股份
Lido Advisors, LLC $3094022 59604 0.23% 股份
HUB Investment Partners, LLC $2837764 54667 0.21% 股份
Mutual Advisors, LLC $2752491 53024 0.20% 股份
Landing Point Financial Group, LLC $2724908 52493 0.20% 股份
NorthRock Partners, LLC $2636353 50787 0.19% 股份
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2478042 47737 0.18% 股份
TRUIST FINANCIAL CORP $2364013 45541 0.17% 股份
J. Mark Nickell & Co. $2359115 45512 0.17% 股份
Impact Partnership Wealth, LLC $2321817 44728 0.17% 股份
BASSO CAPITAL MANAGEMENT, L.P. $2166983 41745 0.16% 股份
TOEWS CORP /ADV $2102355 40500 0.15% 股份
Brookstone Capital Management $1990051 38337 0.15% 股份
NWAM LLC $1970425 37958 0.14% 股份
Simplicity Wealth,LLC $1966428 37881 0.14% 股份
Sovran Advisors, LLC $1914278 36852 0.14% 股份
Pasadena Private Wealth, LLC $1897778 36559 0.14% 股份
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $1822690 35113 0.13% 股份
EHRLICH FINANCIAL GROUP $1760735 33919 0.13% 股份
Cox Capital Mgt LLC $1670382 32178 0.12% 股份
SILVERLAKE WEALTH MANAGEMENT LLC $1642070 31633 0.12% 股份
Elwood & Goetz Wealth Advisory Group, LLC $1606926 30956 0.12% 股份
IHT Wealth Management, LLC $1598422 30792 0.12% 股份
MAINSAIL ASSET MANAGEMENT, LLC $1538650 29666 0.11% 股份
Centennial Wealth Advisory LLC $1524629 29369 0.11% 股份
IFP Advisors, Inc $1513384 29154 0.11% 股份
HM PAYSON & CO $1508817 29066 0.11% 股份
SHP Wealth Management $1424656 27445 0.10% 股份
Stratos Wealth Partners, LTD. $1408104 27125 0.10% 股份
Constellation Investments, Inc. $1401570 27000 0.10% 股份
PARSONS CAPITAL MANAGEMENT INC/RI $1401155 26992 0.10% 股份
Maridea Wealth Management LLC $1309080 25218 0.10% 股份

ETF持仓 由 1 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
NEAR · iShares U.S. ETF Trust — — 2026年8月18日 每日